Table of Contents
The "Zero-Refund" Workflow: Mastering Batch Exports in Wilcom/Hatch for Professional Digitizers
If you sell embroidery designs, you already know the real time-waster isn’t digitizing—it’s the boring, error-prone “export, rename, export again” routine that happens after the design is finished. It’s the administrative purgatory that stands between you and a live listing.
This workflow (shown on-screen in Wilcom/Hatch with Windows File Explorer) is built for intermediate digitizers and digital-file sellers who want fewer customer messages, fewer wrong-format downloads, and faster listing prep. If you’ve ever uploaded a ZIP and later realized you included your precious master file—or you mixed sizes in one folder—this is the cleanup you’ve been missing.
But more than that, this is about Cognitive Load Management. When you are tired after 4 hours of digitizing, your brain makes mistakes. By automating the export process, we create a safety net that protects your reputation and your sanity.
The Calm-Down Moment: Your Master File is Safe—Your ZIP is Where Mistakes Happen
Most seller headaches don’t come from the stitch file itself; they come from packaging errors. In the chaotic moments before a product launch, it is easy to slip up.
- The Symptom: Customers download the wrong size because files are jumbled.
- The Problem: Customers don’t know which file matches their machine (DST? PES? EXP?).
- The Risk: You accidentally include the source/master (EMB) file, giving away your intellectual property.
- The Cost: You spend 20 minutes per listing doing repetitive exports manually.
The video’s core idea is simple: separate by size first, then batch convert, then ZIP only the deliverables. Once you do it this way, you can scale your shop without scaling your stress.
One sentence that matters for sellers: if you’re building listings for owners of babylock embroidery machines, clarity beats cleverness—buyers want to see the specific size and stitch count at a glance so they can match it to their specific hoop capabilities.
The “Hidden” Prep Sellers Skip: Folder Naming Strategies That Prevent Refunds
Before you touch the conversion tool, you must build the infrastructure. Think of this like prepping a kitchen before cooking; if the ingredients aren't sorted, the meal will fail.
In the video, three folders are created—each one dedicated to a physical size, and each folder name includes the stitch count. This is a critical detail for production efficiency.
- 12cm folder named with stitch count 15156 stitches
- 15cm folder named with stitch count 19441 stitches
- 18cm folder named with stitch count 25798 stitches
This is not cosmetic. It’s a customer-support strategy.
Why Stitch Count Belongs in the Folder Title (The Seller Logic)
- Production Estimation: Stitch count is a proxy for run time. A commercial embroiderer knows that 25,000 stitches at 800 SPM (Stitches Per Minute) takes roughly 30 minutes.
- Comparison: It helps buyers compare sizes without opening software.
- Error Prevention: It helps you avoid mixing “same design, different size” files. If you see a file with 15,000 stitches inside the "25,000 stitches" folder, you instantly know you've made a mistake.
And yes—you can choose not to include stitch count (the narrator says it’s optional), but in my experience, it reduces “How long will this take?” messages dramatically.
Prep Checklist: The Pre-Flight Safety Protocol
Before you even open Wilcom or Hatch, verify these physical and digital assets:
- Directory Structure: Create one parent folder for the project, and sub-folders for each size (e.g., 12cm / 15cm / 18cm).
- Data Verification: Check the stitch count for each size in your digitizing software properties box and add it to the folder name (e.g., “15cm - 19441 st”).
- Master File Isolation: Ensure your working EMB file is saved and backed up outside of these export folders.
- Hidden Consumables: Have a notebook or digital notepad ready to record which formats you intend to export (DST, PES, JEF, etc.) to ensure consistency across all sizes.
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System Check: Confirm you are working in Windows File Explorer (the ZIP steps shown are Windows-based).
Find “Manage Design” in Wilcom/Hatch Without Getting Lost
In the video, the next move is inside the embroidery software. This interface can be intimidating for new users, so let's break it down tactically:
- Look to the Left-Side Toolbar (the "Toolbox").
- Locate and click Manage Design.
- Browse to the specific directory where your source design is stored (the narrator opens an “Autumn” folder).
A Note on "The Lag": A small but real-world note from the video is that it may take time to load if you have many folders.
- Sensory Check: You might see a spinning wheel or a white screen for 2-5 seconds. Do not panic.
- Action: Don’t click around aggressively. That behavior leads to software crashes. Let the software index the files.
If you sell across multiple machine brands—say you’re supporting a brother embroidery machine user who needs PES files alongside a Janome user needing JEF—this “one master, many exports” approach is the only sane way to keep your deliverables consistent.
The Money Step: “Convert Selected Designs” to Batch Export DST, PES, JEF
This is the heart of the tutorial. This is where you turn one file into twenty scalable products.
Inside the Manage Design window, the narrator executes the maneuver:
- Select: Click the specific source design file (usually .EMB).
- Initiate: Click Convert Selected Designs.
- Target: In the pop-up window, click Browse and meticulously choose the destination folder created earlier (specifically the one matching the size you are currently working on, e.g., the 12cm folder).
- Batch Select: Check multiple output formats in one go.
The video shows these formats selected in the checklist. I recommend this specific stack to cover 99% of the market:
- DST (Industry Standard - Tajima/Generic commercial)
- EXP (Melco/Bernina)
- HUS (Husqvarna Viking)
- JEF (Janome)
- PES (Brother/Babylock - Most common home format)
- PEC (Brother - Older format)
- VIP / VP3 (Pfaff/Husqvarna)
- XXX (Singer)
Then the narrator clicks Convert, and the software processes the batch.
Expected Outcome (What Success Looks Like)
- Visual: A conversion/progress bar will fill rapidly.
- Confirmation: A completion message confirming the conversion finished successfully.
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Result: The destination folder is now populated with multiple machine-format files, all sharing the same root name.
Pro Tip (Seller-Grade): Why "Skipping" is a Feature
The narrator points out something vital: even if you select a format that requires a smaller hoop for a large file (the video mentions “SEW” as an example, which has size limitations), the software will skip it rather than crash.
- Why this matters: In a manual export, an error stops you cold. In a batch workflow, the software simply omits the incompatible file and finishes the rest.
- The Benefit: Your conversion run completes, and you can review what exported instead of losing the whole job.
If your customer base includes high-volume users running ricoma embroidery machines, they’ll appreciate that you provide the common formats cleanly—because they’re often downloading on a deadline and cannot waste time converting files themselves.
Setup Checklist: The Batch Protocol
Verify these settings before hitting the "Convert" button to avoid re-doing the work.
- Source Match: Confirm the source file selected is the correct version (e.g., did you select the "Final_v2" or the "Final_Draft"?).
- Destination Lock: Triple-check that the destination folder matches the size (e.g., Exporting 12cm design -> 12cm Folder). Sending a 12cm file to an 18cm folder is a disaster.
- Format Coverage: Ensure the "Big 5" are checked: DST, PES, JEF, EXP, VP3.
- Exception Management: Accept that legacy formats (SEW, PCS) may be skipped on larger designs.
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Naming Consistency: Ensure the output filename does not contain confusing suffixes like "_bak" or "_copy".
The Repeatable Rhythm: Rinse and Repeat for 15cm and 18cm
Stability comes from improving your rhythm. After completing the first conversion, the narrator repeats the exact same process for the other sizes:
- Select the 15cm source file -> Convert and save to the 15cm 19441 folder.
- Select the 18cm source file -> Convert and save to the 18cm 25798 folder.
This is why the “one folder per size” rule matters: you never have to wonder which PES file belongs to which size. They are physically segregated.
Expert Insight: The Real Reason This Scales
When you’re selling one design, manual exporting feels tolerable. When you’re selling 50 designs, manual exporting becomes a full-time job that pays zero dollars.
A scalable shop has:
- A consistent folder schema.
- A consistent export checklist.
- A consistent packaging rule.
That’s how you reduce rework and keep your store ratings healthy. And if you’re building a catalog meant to serve everything from a semi-pro brother pr680w to older home machines, your “format coverage” becomes part of your product quality. Reliability is a feature.
The ZIP Packaging Move: Preventing IP Theft
Once the converted files are in the size folder, the video shows how to create a customer-ready ZIP using Windows File Explorer. This is the final step before the product hits the shelf.
The Procedure:
- Open the folder (e.g., 12cm).
- Press Ctrl + A to select all files.
- CRITICAL STEP: Hold Ctrl and click the main/source file (EMB) to deselect it.
- Right-click on the highlighted group and choose Compress to ZIP file.
This creates a ZIP file containing only the machine formats, leaving your master file safe in the folder but out of the package.
Why Deselecting the Source File Matters (Seriously)
Your source/master file (.EMB, .ART, etc.) is your intellectual property. It contains the object properties, density calculations, and underlay settings. Including it can:
- Enable others to easily modify and resell your work.
- Create confusion (“Which file do I stitch? The one that says EMB?”).
- Increase support requests when the machine won't read the master file.
The Golden Rule: Deliver stitch files (machine code), retain master files (object code).
Operation Checklist: Final Quality Assurance
Do not upload to Etsy/Shopify until these boxes are checked.
- Sanitary Check: Open the size folder and visually confirm it contains only that size’s exports.
- IP Protection: Perform the Ctrl + Click maneuver to ensure the EMB file is NOT highlighted.
- Compression: Execute Compress to ZIP file.
- Visual Confirmation: Verify the new ZIP file appears in the folder.
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Nomenclature: Rename the ZIP file if necessary to match your SKU (e.g.,
DesignName_12cm.zip). -
Test Extraction: (Optional but recommended) Double-click the ZIP to ensure it opens and contains the expected files.
The Listing-Ready Finish: One ZIP Per Size
The narrator’s end goal is straightforward: use these ZIP files for listings on Etsy, Shopify, or any platform.
From a shop-operations standpoint, “one ZIP per size” is the superior customer experience compared to "One Giant ZIP":
- Clarity: Buyers pick the size they need.
- Speed: They unzip and immediately see their format without digging through nesting doll folders.
- Safety: They don't have to guess which file matches their hoop constraints.
If you’re supporting commercial users running a tajima embroidery machine, this packaging style also fits how production shops think: Scope (Size) first, then Format.
Beyond the Software: The Physical Reality of Testing Designs
This tutorial covers the digital workflow impeccably. But as a digitizer, you know that "Digital Perfection" does not always equal "Physical Perfection." You must test stitch-outs.
When you are testing the same design in three sizes (12cm, 15cm, 18cm) on different fabrics, your physical workflow becomes the bottleneck. Hoop Burn (the shiny ring left by tight hoops) and Hand Fatigue (from constantly screwing and unscrewing hoops) are the enemies of efficient testing.
Decision Tree: Choosing the Right Tool for the Test
Use this logic flow to determine your stabilizer and hooping strategy for test runs.
START: What is your test fabric?
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Scenario A: Stable Woven (Canvas, Denim, Twill)
- Stabilizer: Medium Cut-Away or Heavy Tear-Away.
- Drafting Tool: Water-soluble pen for centering.
- Hooping Strategy: If you are running multiple tests, magnetic embroidery hoops are superior here. They allow you to swap fabric in seconds without unscrewing the outer ring, and they prevent the "crush marks" often seen on thick denim.
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Scenario B: Stretchy Knits (T-Shirts, Performance Wear)
- Stabilizer: Fusible Poly-Mesh (Cut-Away) is mandatory to prevent distortion. Use temporary spray adhesive.
- Hooping Strategy: Traditional hoops often stretch knits, causing puckering. A magnetic embroidery hoop is ideal here because it holds the fabric flat with downward pressure rather than "pulling" it taut like a drum skin, preserving the grain of the knit.
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Scenario C: Delicate/Prone to Bruising (Velvet, Corduroy, Linen)
- Stabilizer: Filmoplast (Sticky) or Float method.
- Hooping Strategy: DO NOT use a standard hoop if possible; the ring marks may be permanent. This is a primary use case for magnetic hoop for brother pe800 and similar machines, as the magnets hold the perimeter without crushing the pile of the fabric.
Warning: Mechanical Safety
Needles and small snips are not “minor tools” in a production workflow. Always keep fingers clear of the needle area. Power down before changing needles. Never trim jump stitches while the machine is actively moving—a moment of distraction can result in a sewn finger.
Warning: Magnetic Tool Safety
Modern magnetic hoops use high-powered Neodymium magnets.
* Pinch Hazard: Keep fingers away from the contact zone when snapping the frame shut.
* Interference: Keep them at least 6 inches away from pacemakers, insulin pumps, credit cards, and computerized machine screens.
The Upgrade Path: From "Struggling Vendor" to "Production House"
This tutorial solves the digital bottleneck: batch conversion. But if you are serious about selling, you need to solve the physical bottlenecks too.
Here is the hierarchy of upgrades based on your current pain point:
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Pain: "I waste time organizing files."
- Solution: Adoption of the Wilcom/Hatch batch workflow (Level 1 - Free/Process upgrade).
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Pain: "My test stitch-outs have hoop marks and hooping takes too long."
- Solution: Magnetic Hoops. This is a Level 2 upgrade. It reduces the friction of testing. Many professionals search for how to use magnetic embroidery hoop specifically to solve the "hoop burn" issue on sample garments.
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Pain: "I can't test fast enough on my single-needle machine."
- Solution: Multi-Needle Efficiency. If you are doing color-heavy designs, a single-needle machine requires manual thread changes that kill your profit per hour. Moving to a SEWTECH multi-needle platform allows you to press "Start" and walk away while the machine handles the colors.
Common Seller Pitfalls (And How This Workflow Avoids Them)
To wrap up, let's look at the specific failures this workflow prevents. These are the "Silent Killers" of Etsy shops.
Pitfall 1: The "Nested Doll" Nightmare
- Symptom: Buyer stitches the wrong size because they grabbed the first file they saw.
- Likely Cause: Exports for 12cm, 15cm, and 18cm live mixed in one folder.
- Fix: Strict segregation. One folder per size.
Pitfall 2: The Source Leak
- Symptom: You find your design being sold by another shop.
- Likely Cause: You accidentally zipped the folder using "Select All" and included the EMB master file.
- Fix: The Ctrl+Click deselect method detailed above.
Pitfall 3: The Compatibility Gap
- Symptom: "It doesn't work on my machine!"
- Likely Cause: You only exported DST and PES.
- Fix: Use the Batch Convert checklist to cover all bases (JEF, HUS, VP3, EXP).
Pitfall 4: The Professional Disappointment
- Symptom: Commercial buyers leave 4-star reviews complaining about organization.
- Likely Cause: Your ZIP file was a mess of loose files.
- Fix: Professional packaging. If you are selling to users of high-end gear like bernina embroidery machines, they expect a file structure that matches the price of their equipment.
By combining a clean digital workflow with the right physical tools, you transform from a "hobbyist seller" to a "digital asset professional." Organize your files, upgrade your hooping, and watch your refund rate drop to zero.
FAQ
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Q: How do I prevent accidentally including the Wilcom EMB (master) file when creating a Windows ZIP for Etsy or Shopify customers?
A: Use “Select All” but manually deselect the EMB before compressing so only stitch files go into the ZIP.- Press Ctrl + A inside the size folder to select everything.
- Hold Ctrl and click the .EMB file to remove it from the selection.
- Right-click the remaining highlighted files and choose Compress to ZIP file.
- Success check: The ZIP opens and contains DST/PES/JEF/etc. but no .EMB (and the EMB still sits in the folder unzipped).
- If it still fails: Move the master EMB to a completely separate “MASTER” directory outside the export folders before repeating the ZIP step.
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Q: What folder naming strategy in Windows File Explorer prevents mixing 12cm/15cm/18cm embroidery exports when using Wilcom or Hatch batch conversion?
A: Create one subfolder per physical size and include the stitch count in the folder name so mistakes are obvious.- Create a parent project folder, then make subfolders like 12cm, 15cm, 18cm (one size per folder).
- Add stitch count to each folder title (example pattern: “15cm - 19441 st”).
- Export each size only into its matching folder during Convert Selected Designs.
- Success check: Opening any size folder shows only one size’s files, and the stitch count “looks right” compared with the folder name.
- If it still fails: Re-check that the destination folder selected in the Convert dialog matches the size you are exporting (wrong destination is the most common cause).
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Q: In Wilcom or Hatch “Manage Design,” what should I do when the window lags or shows a spinning wheel while browsing folders?
A: Wait and let Wilcom/Hatch finish indexing—rapid clicking often causes crashes.- Click Manage Design once and navigate to the correct directory.
- Pause if the screen turns white or shows a spinner for a few seconds.
- Avoid repeated clicks while folders are loading.
- Success check: The folder tree and design thumbnails/list populate normally without the program freezing.
- If it still fails: Close and reopen the software, then browse to a simpler directory first (fewer folders) before opening the busy project path.
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Q: How do I batch export DST, PES, JEF, VP3, and EXP in Wilcom or Hatch using “Convert Selected Designs” without putting the wrong size into the wrong folder?
A: Convert one size at a time and “destination-lock” the folder before clicking Convert.- Select the correct source design file for the specific size you are working on.
- Click Convert Selected Designs, then Browse and choose the matching size folder (example: 12cm file → 12cm folder).
- Check the needed formats in one run (commonly DST/PES/JEF/EXP/VP3) and click Convert.
- Success check: A completion message appears and the destination folder fills with multiple formats sharing the same root name.
- If it still fails: Confirm you didn’t select a draft version (e.g., “Draft” instead of “Final”), and repeat the convert after correcting the selected source file.
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Q: Why does Wilcom or Hatch skip exporting certain legacy formats (for example SEW) during batch conversion, and is that a problem?
A: Skipping incompatible formats is normal in batch workflows—Wilcom/Hatch may omit a format instead of crashing the whole run.- Run the batch conversion and let the software finish even if some formats do not export.
- Check the destination folder to see which formats were created successfully.
- Prioritize widely used formats for coverage (DST/PES/JEF/EXP/VP3) and treat older formats as “best effort.”
- Success check: The conversion completes with most target formats present and usable, rather than stopping mid-process.
- If it still fails: Export only the “Big 5” formats first, then attempt legacy formats separately so one limitation doesn’t interrupt the entire batch.
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Q: What stabilizer and hooping method should I use for test stitch-outs on stretchy knit T-shirts to reduce puckering, and when should I switch to a magnetic embroidery hoop?
A: Use fusible poly-mesh cut-away plus temporary spray adhesive, and consider a magnetic hoop to avoid stretching the knit like a drum.- Fuse poly-mesh (cut-away) to the knit and add temporary spray adhesive as needed.
- Hoop to keep the fabric flat (not overstretched); magnetic hoops often help by applying downward holding pressure instead of pulling tension.
- Test stitch one size first (e.g., 12cm) before repeating 15cm and 18cm.
- Success check: After stitching, the knit lies flat with minimal rippling around the design and the grain is not visibly distorted.
- If it still fails: Re-check that the fabric was not pulled tight during hooping; if traditional hoops keep causing distortion, upgrade to a magnetic hoop for repeated testing.
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Q: What safety steps should I follow to avoid needle injuries and finger pinching when changing needles or closing a neodymium magnetic embroidery hoop?
A: Power down before needle work and keep fingers out of pinch zones when snapping magnetic frames shut.- Turn the machine off before changing needles or doing close-hand work near the needle area.
- Never trim jump stitches while the machine is actively moving.
- Close magnetic hoops slowly and keep fingertips away from the contact edge where magnets snap together.
- Success check: Needle changes and hoop closures happen without sudden snaps near fingers, and hands stay clear of moving parts.
- If it still fails: Pause the workflow and reposition fabric/hoop on a flat surface; keep magnetic hoops at least 6 inches away from pacemakers, insulin pumps, credit cards, and computerized screens.
